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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,779 | $58,391+53.8% | $76,657+17.1% | $72,975+23.0% |
| Participation rate | 95.7% | 67.4%+28.3pp | 72.1%+23.6pp | 69.5%+26.2pp |
| Annual return | 19.31% | 2306.65%-2287.3pp | 1166.74%-1147.4pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,694 | $1,787+50.8% | $2,303+17.0% | $2,440+10.4% |
| Participant deferral / active EE | $1,721 | $2,690-36.0% | $3,335-48.4% | $3,608-52.3% |
| Admin fee / account holder | $1,218 | $4,014-69.6% | $6,423-81.0% | $5,124-76.2% |